How big is Spherecommerce, LLC's plan?

Spherecommerce, LLC's plan reported $14.2M in assets and 139 participants for 2024.

Original filing (PDF)20251007122850NAL0004760785001

Spherecommerce, LLC

Name: Spherecommerce, LLC — Spherecommerce LLC 401(k) Plan, Form 5500 (2024)
Creator: Spherecommerce, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spherecommerce LLC 401(k) Plan

401(k) retirement plan · Spherecommerce, LLC's Spherecommerce LLC 401(k) Plan held $14.2M in plan assets for 139 participants in 2024, with Empower as recordkeeper.

Active participants

139

Accounts w/ balance

218

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

Claudia Benitez signed Spherecommerce, LLC's 2024 Form 5500 as plan administrator.

Claudia Benitez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spherecommerce, LLC's EIN is 82-2220130.

EIN 82-2220130

Plan number 001

Plan year 2024

ACK ID 20251007122850NAL0004760785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Spherecommerce, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Spherecommerce, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPHERECOMMERCE, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SPHERECOMMERCE, LLC

EIN

all filings

Address

PERSONAL AND CONFIDENTIAL 230 E OHI · CHICAGO, IL · 60611

Phone

(949) 387-3747

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SPHERECOMMERCE LLC

Investments

37 direct securities · 1 pooled fund· $28.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$14.0M

1 holding

Pooled Separate Accounts

$14.0M

35 holdings

Other securities

$269K

2 holdings

					% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$14.0M	98.1%
American Funds 2050 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$1.8M	12.6%
American Funds 2045 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	12.0%
American Century Growth R Pooled Separate Account	Pooled Separate Accounts	—	—	$1.3M	9.3%
MM S&P 500 Index R3 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	7.5%
JPMorgan U.S. Equity R2 Pooled Separate Account	Pooled Separate Accounts	—	—	$939K	6.6%
MFS Value R2 Pooled Separate Account	Pooled Separate Accounts	—	—	$813K	5.7%
American Funds 2030 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$682K	4.8%
American Funds 2035 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$635K	4.5%
American Funds 2040 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$569K	4.0%
MFS Research Intl R2 Pooled Separate Account	Pooled Separate Accounts	—	—	$482K	3.4%
Invesco Global R Pooled Separate Account	Pooled Separate Accounts	—	—	$413K	2.9%
Invesco Developing Markets R Pooled Separate Account	Pooled Separate Accounts	—	—	$384K	2.7%
Blackrock Mid Cap Dividend R Pooled Separate Account	Pooled Separate Accounts	—	—	$315K	2.2%
MassMutual Small Cap Opportunity R3 Pooled Separate Account	Pooled Separate Accounts	—	—	$271K	1.9%
Lord Abbett Grwth Opps R3 Pooled Separate Account	Pooled Separate Accounts	—	—	$269K	1.9%
Janus Henderson Balanced R Pooled Separate Account	Pooled Separate Accounts	—	—	$214K	1.5%
Goldman Sachs Government Income R Pooled Separate Account	Pooled Separate Accounts	—	—	$212K	1.5%
Empower International Index Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$196K	1.4%
Notes receivable from participants mature through October 2054 -	Other securities	—	—	$191K	1.3%
MFS Emerging Markets Debt R2 Pooled Separate Account	Pooled Separate Accounts	—	—	$186K	1.3%
PIMCO Real Return R Pooled Separate Account	Pooled Separate Accounts	—	—	$184K	1.3%
JPM Small Cap Value R2 Pooled Separate Account	Pooled Separate Accounts	—	—	$184K	1.3%
Empower S&P Mid Cap 400 Index L Pooled Separate Account	Pooled Separate Accounts	—	—	$181K	1.3%
Templeton Global Bond R Pooled Separate Account	Pooled Separate Accounts	—	—	$175K	1.2%
PIMCO Total Return R Pooled Separate Account	Pooled Separate Accounts	—	—	$174K	1.2%
American Funds 2010 Trgt Date Retire R2E Pooled Separate Account ** 971 * American Funds 2020 Trgt Date Retire R2E Pooled Separate Account ** 150 * American Funds 2025 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$138K	1.0%
American Funds 2060 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$110K	0.8%
BNYM Mellon NSL Agg Bond Index Fd UC1 Pooled Separate Account	Pooled Separate Accounts	—	—	$89K	0.6%
Guaranteed Interest Account Guaranteed Interest Account	Other securities	—	—	$77K	0.5%
American Funds Invmt Co of Amer R1 Pooled Separate Account	Pooled Separate Accounts	—	—	$68K	0.5%
Eaton Vance LC Value R Pooled Separate Account	Pooled Separate Accounts	—	—	$63K	0.4%
Empower S&P SmallCap 600 Index L Pooled Separate Account	Pooled Separate Accounts	—	—	$60K	0.4%
American Funds Capital Income Bldr R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$42K	0.3%
Pimco High Yield R Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.1%
American Funds 2055 Trgt Date Retire R2E Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
PIMCO Income R Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Invesco In Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%